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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,378 | $98,240-69.1% | $82,312-63.1% | $147,586-79.4% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 7.80% | 30.85%-23.1pp | 25.88%-18.1pp | 578.59%-570.8pp |
| Employer contribution / active EE | $1,366 | $3,192-57.2% | $2,428-43.7% | $4,876-72.0% |
| Participant deferral / active EE | $1,764 | $4,383-59.7% | $3,706-52.4% | $5,439-67.6% |
| Admin fee / account holder | $12,747 | $8,563+48.9% | $5,608+127.3% | $10,886+17.1% |